• Call Us Now
    (941) 739-5006

  • Send Mail Us
    financial@assurity.us

Independence – We are independent but highly regulated. Our goal is to make sure that we are offering investments, advice, and options that will always put your interest first. We have always valued our ability to make sure that we are in a position that does not violate our ability to be focused on your needs.   We will never be captive to any company, firm or organization where we cannot make sure that we cannot offer the right product, investment and plan for each one of our valued clients.

Knowledge – We are always focused on making sure that we are properly credentialed in the different areas of Financial Planning. Financial Planners, even after receiving credentials, only have book-knowledge and a surface knowledge in the different areas of financial planning. Much like an attorney who may specialize in litigation, divorce, taxes etc., within the financial planning field, there are different specialties and nobody can know everything in every area unless they achieve additional credentials and experience in that area.   In today’s world of financial planning, one credential is not the be all and end all of all knowledge. A credential, which is used behind a financial professional’s name, is trademarked or registered to a company and promoted through marketing in order to appeal to financial professionals who will pay to earn these credential. Some of the most valuable credentials are not highly promoted by the issuing educational institutions that provide the training.   For instance, an EA (Enrolled Agent) is a designation that is offered through a few educational companies but is not highly marketed. When it comes to tax preparation knowledge this credential offers more expertise in the area of tax preparation than any other credential. But if you ask someone who has the most expertise in the area of taxes and tax preparation most will probably say a CPA.  

 

Investment options – Any options of investments that we recommend will be with a regulated financial institution or a registered security. We do not dabble in options, unregistered securities, alternative investments, everything we offer will have a CUSIP number and you can track on yahoo, Google, Bloomberg Finance. We offer investments that can be insured or investments that offer a level of risk. We work to ensure that if there is risk we manage risk in a way that limits volatility and proportionally maximizes gain. We also can put together a portfolio that does not have any risk and all your accounts are insured.   Using insured products we can still generate average returns that exceed inflation and can be comparable to low risk market returns over a long time period.

 

Independent RIA firm - We are not affiliated with a broker dealer, bank, national investment chain that limits our choices and pushes proprietary funds with higher fees with lower performance records. Also working with Broker dealers allows a firm to charge commissions on their funds, from this perspective we are a fee only firm that only makes money when you make money. Be concerned if you are put into a class share fund like an A share, B Share, C share etc.   We only use no load funds with the lower 12b-1 fees without any front-end or back-end commissions.

 

Tax Expertise – Because we are in the business of preparing taxes through our affiliate BeeSure Tax Advisors and Advise through Assurity Tax Advisors we implement tax planning and reduction when putting together a clients investment portfolio or concerning their overall tax situation. All tax work is offered by Enrolled Agents and associate CPAs to manage and reduce taxes in all our client portfolios.

 

 

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  • 2429 Manatee Ave E, Unit 1 Bradenton,
    FL 34208
  • Call Us Now

    (941) 739-5006

  • Send Mail Us

    financial@assurity.us

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22 April 2014
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